See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,069 | $67,894-80.8% | $89,340-85.4% | $82,448-84.1% |
| Participation rate | 93.4% | 64.0%+29.4pp | 69.6%+23.9pp | 68.1%+25.4pp |
| Annual return | 46.55% | 19.21%+27.3pp | 20.57%+26.0pp | 41.64%+4.9pp |
| Employer contribution / active EE | $2,602 | $1,828+42.3% | $2,231+16.6% | $2,551+2.0% |
| Participant deferral / active EE | $4,503 | $3,072+46.6% | $3,823+17.8% | $4,139+8.8% |
| Admin fee / account holder | $3,464 | $5,723-39.5% | $6,704-48.3% | $7,234-52.1% |